Board of Trustees-Smart Local 265 SUPP RET SVGS Plan's EIN is 36-3911499.
Download the official 2024 Form 5500 (PDF) for Board of Trustees-Smart Local 265 SUPP RET SVGS Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees-Smart Local 265 SUPP RET SVGS Plan's plan includes money-purchase contributions, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $150K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 005 | Common Collective Trust | — | $64.2M | $100.1M | 26.5% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $88.0M | $92.4M | 24.5% | |
| M utual funds John Hancock Bond Fund R6 M utual fund N/A | Other securities | — | $81.7M | $74.5M | 19.7% | |
| LEGAL & GENERAL MSCI ACWI EX US CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 010 | Common Collective Trust | — | $31.8M | $42.4M | 11.2% | |
| LEGAL & GENERAL S&P 400 CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 004 | Common Collective Trust | — | $17.2M | $23.0M | 6.1% | |
| LEGAL & GENERAL S&P 600 CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 009 | Common Collective Trust | — | $18.8M | $22.6M | 6.0% | |
| M ainStay M K HY Corp Bond R6 M utual fund N/A | Common Stocks | — | $19.2M | $18.7M | 4.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-0900880 |
| — |
| NONE |
| $46K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAUM SIGMAN ETAL | 36-2744057 | — | NONE | $84K | — |
| DENISE BINGHAM | 36-3911499 | — | EMPLOYEE | $48K | — |
| KATIE EBY | 36-3911499 | — | EMPLOYEE | $47K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $25K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $16K | — |
| MORGAN STANLEY SMITH BARNEY | 11-3658445 | — | NONE | $5K | — |
| SEGAL SELECT INS. SERVICES | 46-0619194 | — | NONE | $0 | — |
